|
26
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$15.9M
|
+$341K
|
+945
|
+2%
|
|
|
27
|
Lido Advisors
Los Angeles,
California
|
$15.7M
|
+$740K
|
+2,050
|
+5%
|
|
|
28
|
Grimes & Company
Westborough,
Massachusetts
|
$15.6M
|
+$1.03M
|
+2,840
|
+7%
|
|
|
29
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.6M
|
-$783K
|
-2,170
|
-5%
|
|
|
30
|
Rockefeller Capital Management
New York
|
$15.4M
|
+$19.1K
|
+53
|
+0.1%
|
|
|
31
|
Atria Wealth Solutions
New York
|
$13.9M
|
-$408K
|
-1,131
|
-3%
|
|
|
32
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$13.7M
|
-$103K
|
-286
|
-0.8%
|
|
|
33
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.8M
|
+$35.4K
|
+98
|
+0.3%
|
|
|
34
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$12.5M
|
-$168K
|
-465
|
-1%
|
|
|
35
|
Mariner
Overland Park,
Kansas
|
$12.5M
|
-$299K
|
-829
|
-2%
|
|
|
36
|
Hobart Private Capital
Charlotte,
North Carolina
|
$12M
|
-$334K
|
-926
|
-3%
|
|
|
37
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$11.3M
|
+$433K
|
+1,200
|
+4%
|
|
|
38
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$10.4M
|
-$219K
|
-606
|
-2%
|
|
|
39
|
Bailard
Foster City,
California
|
$10.1M
|
+$890K
|
+2,467
|
+10%
|
|
|
40
|
Truist Financial
Charlotte,
North Carolina
|
$9.88M
|
+$487K
|
+1,348
|
+5%
|
|
|
41
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$9.5M
|
–
|
–
|
–
|
|
|
42
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$9.28M
|
+$71.1K
|
+197
|
+0.8%
|
|
|
43
|
Miller Equity Capital Advisors
Irving,
Texas
|
$9.07M
|
–
|
–
|
–
|
|
|
44
|
MML Investors Services
Springfield,
Massachusetts
|
$8.89M
|
+$979K
|
+2,712
|
+13%
|
|
|
45
|
Polianta Ltd
St Helier,
Jersey
|
$8.29M
|
–
|
–
|
–
|
|
|
46
|
Westside Investment Management
Santa Monica,
California
|
$8.04M
|
-$138K
|
-383
|
-2%
|
|
|
47
|
Richmond Brothers
Jackson,
Michigan
|
$8.03M
|
+$346K
|
+959
|
+5%
|
|
|
48
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$7.67M
|
-$24.2K
|
-67
|
-0.3%
|
|
|
49
|
Founders Grove Wealth Partners
Richmond,
Virginia
|
$7.54M
|
+$7.25M
|
+20,082
|
New
|
|
|
50
|
Avantax Advisory Services
Dallas,
Texas
|
$7.53M
|
-$5.41K
|
-15
|
-0.1%
|
|
